Paul Franke

All Posts

  • Once-in-a-Lifetime Buy in Clean Energy

    By Paul Franke - March 4, 2013 | Tickers: AEIS, AMAT, FAN, GTAT, PWER.DL

    If you believe, like we do, fossil fuel prices will continue to outpace general inflation rates in coming years, now may be “the” best time to acquire alternative and Clean Energy investments at incredibly low, out-of-favor valuations.  As the cost of technologically advanced, clean power and energy generation continues to decline, we are on the verge of an important crossover in demand curves for renewable energy versus the traditional, consumable, combustible and finite resources of coal, oil and gas.

  • Once in a Lifetime Buy in Clean Energy (Part I)

    By Paul Franke - February 23, 2013 | Tickers: FSLR, TAN, KWT, SUNE, SPWR

    The biggest “beneficiary” of continued rises in coal, oil and gas pricing will be, in our opinion, clean energy – mainly solar and wind resources.  Not only will the real world “cost” of clean energy production cross BELOW the expense of burning brick, liquid and gas fossil fuel, but their renewable and available everywhere aspects will generate a sea change in demand for clean energy.

  • The Era (Error) of Unlimited Money Printing

    By Paul Franke - January 26, 2013 | Tickers: GG, HL, SLV, GDX, GLD

    Any way you slice it, investors holding less than 10% of their assets in gold and silver do not understand the “risk” they are taking in a HYPERINFLATION scenario.  Our Covestor.com portfolios today hold about 10% in precious metals and another 15%-20% in hard assets like oil and gas, plus real estate investments.  The risk of holding gold and silver is FAR LOWER than not owning it, if a monster inflation orgy upmove starts in early 2013.  Rising rates of inflation from here would decimate bond values and pricing.  Related economic dislocations, including changing discount rates on earnings by stock investors could depress business values for years to come, much like the 1970s instance of high inflation.

  • Got Silver?

    By Paul Franke - December 6, 2012 | Tickers: PALL, PPLT, SLV, GDX, GLD

    Our best hedge investment idea currently is direct precious metals ownership, especially holding iShares Silver Trust (NYSEMKT: SLV) in stock brokerage accounts.  With both investment and industrial demand pushing silver higher in coming years, this uniquely situated metal is in terrific position to benefit from the economic future we foresee.

  • The Strongest “Value” Buy in Today’s Stock Market

    By Paul Franke - November 29, 2012 | Tickers: DELL, HPQ | Editor's Choice

    Hewlett-Packard (NYSE: HPQ) is by far the most interesting and misunderstood “value” play in the stock market during late 2012.

  • Inflation Hedge Par Excellence

    By Paul Franke - July 9, 2012 | Tickers: CQB, DOLE, FDP, GIS, K

    Fresh Del Monte Produce (NYSE: FDP) is a terrific, conservative, food and farmland investment today.

  • Crude Oil is Going to $500 a Barrel (Part 2)

    By Paul Franke - March 21, 2012 | Tickers: ATPAQ.PK, COP, DVN, HES, XOP

    Today crude oil and related oil producing assets are substantially “undervalued” and misunderstood by Wall Street analysts and main street investors.  With seemingly high prices for crude oil and refined products like gasoline, widespread disbelief exists that oil can climb yet higher.  On the contrary, the sheer size of record money printing by the U.S. Federal Reserve and a lack of understanding of the Peak Oil problem presently give petroleum quotes a solid foundation to rise markedly in 2012-13.

  • Crude Oil is Going to $500 a Barrel (Part 1)

    By Paul Franke - March 12, 2012 | Tickers: BP, CVX, COP, XOM, RDS-A | Editor's Choice

    Quantemonics Investing (QI) is projecting US$500 a barrel for crude oil in 8 years, basically compounding at the same rate as it has since 1999, between 2012 and 2020.  While mainstream prognosticators are confidently predicting oil will decline soon with today’s “Don’t Worry Be Happy” market sentiment backdrop, the truly contrarian stance may be to prepare for starkly higher oil and energy pricing.

  • Medtronic – Market Volatility Medicine for your Portfolio

    By Paul Franke - February 22, 2012 | Tickers: ABT, BDX, BCR, JNJ, MDT, STJ | Editor's Choice

    Medtronic (NYSE: MDT) hits the mark for Quantemonics Investing (QI) as a terrific low beta, blue-chip investment idea that is both undervalued and defensive.  Using the Quanteminics C.R.E.D.S. formula, MDT has been an exceptional value for new investors, trading under $40 per share in 2011 and early 2012.

  • Why Ben Graham Would Love GameStop!

    By Paul Franke - January 29, 2012 | Tickers: AMZN, BBY, EBAY, GME, NFLX

    Ben Graham, one of the fathers of “value” investing, focused on current values in individual stocks, especially companies with low price to earnings, cash flow, and sales.  Strong and conservative balance sheets, decent business prospects in the future, and a contrarian slant were also hallmarks of his successful investing method.  Without doubt, the GameStop (NYSE: GME) value proposition available today would be an attention grabber for his stock screens, if more »

  • Microsoft – A Top Choice for Conservative Investors

    By Paul Franke - January 11, 2012 | Tickers: AAPL, GOOG, MSFT, ORCL, YHOO

    Based on our in-house stock screens and the company’s “CREDS” score, Microsoft (NASDAQ: MSFT) qualifies as a Strong Buy for Quantemonics Investing (QI).